Clark Wood is thrilled to collaborate with a prestigious regional firm in Sheffield, which is expanding its Private Client team due to internal growth and recent acquisitions. We are seeking a Private Client Director to join this dynamic team.
This renowned firm has an excellent reputation across Sheffield and South Yorkshire, making this a key appointment during an exciting period of growth.
Key Responsibilities:
- Lead the operational aspects of the private client tax planning team, including team development and overall strategy.
- Estate/Inheritances Tax (IHT) reviews and bespoke, complex planning to mitigate IHT exposures.
- Implementation and management of trust planning.
- Preparation of Wills.
- Property tax planning.
- Offshore aspects (optional).
- Residency and domicile issues for high-net-worth individuals (HNWs).
Qualifications:
Minimum of 5 years’ experience advising on inheritance tax and trusts.
Ability to sign off on estate administration assignments in the medium term.
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